Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.23B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$20.7M
3
+$19.9M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$17.4M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$15.6M

Top Sells

1
+$18.1M
2
+$9.83M
3
+$4.73M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$4.53M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$4.31M

Sector Composition

1 Technology 10.8%
2 Healthcare 5.38%
3 Financials 5.21%
4 Consumer Discretionary 4.65%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$364K 0.01%
24,473
+465
1302
$360K 0.01%
11,946
+557
1303
$359K 0.01%
4,464
+39
1304
$359K 0.01%
6,016
-5,017
1305
$358K 0.01%
1,394
+257
1306
$357K 0.01%
4,239
-5
1307
$355K 0.01%
17,211
+5,523
1308
$354K 0.01%
20,738
-2,200
1309
$354K 0.01%
17,200
1310
$354K 0.01%
21,111
+1,340
1311
$353K 0.01%
6,986
-486
1312
$353K 0.01%
22,926
+2,702
1313
$352K 0.01%
21,623
+9,344
1314
$352K 0.01%
2,422
+935
1315
$351K 0.01%
23,109
1316
$351K 0.01%
17,927
+3,174
1317
$350K 0.01%
+5,260
1318
$350K 0.01%
3,380
+309
1319
$349K 0.01%
7,338
+1,959
1320
$349K 0.01%
44,952
+1
1321
$349K 0.01%
9,640
+37
1322
$348K 0.01%
6,716
+2,601
1323
$347K 0.01%
9,607
-1,497
1324
$346K 0.01%
9,407
+434
1325
$346K 0.01%
+12,298
51 52
53
54 55